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Charles Schwab Customer Service Jobs in Chicago, IL

Corps Team

Client Service Associate

Chicago, IL · Hybrid

$65K - $75K/yr

Client Service Associate Our client, a wealth advisory firm, is seeking a Client Service Associate ... Experience with custodian paperwork, ideally Charles Schwab * Experience with CRM and reporting ...

Corps Team

Client Service Associate

Chicago, IL · Hybrid

$65K - $75K/yr

Client Service Associate Our client, a wealth advisory firm, is seeking a Client Service Associate ... Experience with custodian paperwork, ideally Charles Schwab * Experience with CRM and reporting ...

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How much do charles schwab customer service jobs pay per hour?

As of May 28, 2026, the average hourly pay for charles schwab customer service in Chicago, IL is $18.80, according to ZipRecruiter salary data. Most workers in this role earn between $15.38 and $20.91 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Charles Schwab Customer Service representative, and why are they important?

To thrive as a Charles Schwab Customer Service representative, you need a strong understanding of financial products, account management, and customer support, typically supported by a bachelor's degree or relevant experience. Familiarity with CRM systems, financial software, and obtaining FINRA Series 7 and 63 licenses are often required. Exceptional communication, problem-solving, and patience are crucial soft skills for building trust and effectively addressing client needs. These skills are vital for delivering accurate information, ensuring regulatory compliance, and maintaining high levels of client satisfaction in a competitive financial environment.

What are the most common challenges faced by Charles Schwab Customer Service representatives, and how are they typically supported in overcoming them?

Charles Schwab Customer Service representatives often encounter challenges such as managing high call volumes, addressing complex account inquiries, and assisting clients with sensitive financial matters. To help overcome these challenges, Schwab provides comprehensive training, ongoing mentorship, and easy access to internal knowledge bases and support teams. Representatives also work closely with colleagues, supervisors, and subject matter experts to resolve escalated issues efficiently and ensure a positive client experience.

What does a Charles Schwab Customer Service representative do?

A Charles Schwab Customer Service representative assists clients with questions about their accounts, transactions, and Schwab's financial products and services. They help resolve issues, provide information about investment options, and guide clients through online platforms or app features. Representatives are trained to offer support on topics such as account opening, transfers, trading, and general financial inquiries, ensuring a positive customer experience.

Does Charles Schwab allow work from home?

Charles Schwab Customer Service roles often offer remote work options, especially for positions that involve phone, email, or online support. The availability of work-from-home arrangements can depend on the specific role, team needs, and current company policies, which may evolve over time.

How to get hired at Schwab?

To get hired as a Charles Schwab Customer Service representative, candidates should review job postings on the company's careers website, ensure they meet the minimum qualifications such as customer service experience and relevant skills, and submit an application online. The hiring process typically includes an interview and background check, and familiarity with financial products and tools can be advantageous.
What are popular job titles related to Charles Schwab Customer Service jobs in Chicago, IL? For Charles Schwab Customer Service jobs in Chicago, IL, the most frequently searched job titles are:
What job categories do people searching Charles Schwab Customer Service jobs in Chicago, IL look for? The top searched job categories for Charles Schwab Customer Service jobs in Chicago, IL are:
Charles Schwab Customer Service jobs near you
Infographic showing various Charles Schwab Customer Service job openings in Chicago, IL as of May 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $39,112 per year, or $18.8 per hour.

Investment Consultant - Geneva, IL

Charles Schwab

Geneva, IL • On-site

Full-time

Medical, Dental, Vision, Retirement

Posted 14 days ago

Job description

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.   

As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You’ll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You’ll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab’s Investment Consultant role.

To learn more about our client offerings visit: Charles Schwab - Investor Services.

What you have

Required Qualifications: 

  • A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)   
  • A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)   
  • A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)   

Preferred Qualifications: 

  • 2 years of experience in the financial services industry 
  • Ability to leverage Business development experience 
  • Passion for gaining knowledge of brokerage/banking products and services 
  • Openness to build strong client relationships 

Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.


What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

Apply